Forvis Mazars Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,558
| Closed | -$207K | – | 431 |
|
|
2024
Q3 | $207K | Buy |
+4,558
| New | +$207K | ﹤0.01% | 421 |
|
|
2023
Q3 | – | Sell |
-5,724
| Closed | -$222K | – | 406 |
|
|
2023
Q2 | $222K | Sell |
5,724
-141
| -2% | -$5.48K | 0.01% | 391 |
|
|
2023
Q1 | $222K | Sell |
5,865
-89
| -1% | -$3.36K | 0.01% | 378 |
|
|
2022
Q4 | $220K | Sell |
5,954
-56
| -0.9% | -$2.07K | 0.01% | 368 |
|
|
2022
Q3 | $205K | Sell |
6,010
-822
| -12% | -$28K | 0.01% | 372 |
|
|
2022
Q2 | $246K | Buy |
+6,832
| New | +$246K | 0.01% | 347 |
|
|
2020
Q1 | – | Sell |
-6,133
| Closed | -$200K | – | 306 |
|
|
2019
Q4 | $200K | Buy |
+6,133
| New | +$200K | 0.01% | 285 |
|